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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,753 | $140,592+264.7% | $123,105+316.5% | $125,389+308.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.19% | 16.80%-17.0pp | 13.22%-13.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $16,513 | $6,041+173.3% | $5,151+220.6% | $4,866+239.3% |
| Participant deferral / active EE | $12,783 | $6,980+83.1% | $6,229+105.2% | $5,352+138.9% |
| Admin fee / account holder | $21,216 | $11,198+89.5% | $9,014+135.4% | $9,541+122.4% |